Before you begin
You need access to view the dashboard. Insight AI requires Can chat access or higher. Drill options depend on the widget’s data and interaction settings.Set the scope
Read the dashboard’s definitions and choose its filters first. A sales dashboard can use different dates for orders, returns, and refunds; check which date each control represents. Use the same date range and category when comparing two widgets. If one total stays unchanged, it may be designed to ignore that filter or use a different source column.Inspect a chart or table
- Hover over a chart point to read the value and series.
- Right-click a chart point or table cell to see available actions.
- Choose Records to inspect the rows behind the selected result.
- Choose Drill Through to break a result down by a category or time column.
- Use the drill view’s breadcrumb to return to an earlier level.
Ask a follow-up with Insight AI
Select Insight AI at the top of the dashboard and ask a focused question:- “Which category explains most of the change in net revenue?”
- “What period does this return amount cover?”
- “Show the rows behind this unusual value.”